Reilly Financial Advisors’s Wolfspeed WOLF Stock Holding History

Reilly Financial Advisors’s Portfolio WOLF Stock Details WOLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$3K	Hold	27	–	–	﹤0.01%	957
2021 Q3	$2K	Hold	27	–	–	﹤0.01%	873
2021 Q2	$3K	Hold	27	–	–	﹤0.01%	879
2021 Q1	$3K	Buy	+27	New	+$3.03K	﹤0.01%	887
2017 Q4	–	Sell	-300	Closed	-$8K	–	1032
2017 Q3	$8K	Hold	300	–	–	﹤0.01%	680
2017 Q2	$7K	Hold	300	–	–	﹤0.01%	727
2017 Q1	$8K	Hold	300	–	–	﹤0.01%	653
2016 Q4	$8K	Sell	300 -1,000	-77%	-$24.9K	﹤0.01%	597
2016 Q3	$33K	Buy	1,300 +1,000	+333%	+$25.8K	0.01%	324
2016 Q2	$7K	Hold	300	–	–	﹤0.01%	561
2016 Q1	$9K	Hold	300	–	–	﹤0.01%	792
2015 Q4	$8K	Hold	300	–	–	﹤0.01%	843
2015 Q3	$7K	Hold	300	–	–	﹤0.01%	882
2015 Q2	$8K	Hold	300	–	–	﹤0.01%	947
2015 Q1	$11K	Hold	300	–	–	﹤0.01%	827
2014 Q4	$10K	Hold	300	–	–	﹤0.01%	515
2014 Q3	$12K	Hold	300	–	–	﹤0.01%	497
2014 Q2	$15K	Hold	300	–	–	﹤0.01%	473
2014 Q1	$17K	Hold	300	–	–	﹤0.01%	468
2013 Q4	$19K	Buy	+300	New	+$18.5K	﹤0.01%	419

Other funds holding WOLF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Reilly Financial Advisors's WOLF Position: Q4 2021 in Review

Reilly Financial Advisors held its Wolfspeed (WOLF) position steady in Q4 2021 at 27 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Reilly Financial Advisors first reported a position in WOLF in Q4 2013 and has held it in 20 quarters since. The position peaked at $33K in Q3 2016. 451 funds tracked by Wall St. Rank hold WOLF as of Q4 2021.

Reilly Financial Advisors held 27 shares of Wolfspeed worth $3K as of Q4 2021.
Reilly Financial Advisors left its Wolfspeed share count unchanged in Q4 2021.
Wolfspeed made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #957 holding.
Reilly Financial Advisors first reported a position in Wolfspeed in Q4 2013 and has held it in 20 quarters since.
Reilly Financial Advisors's Wolfspeed position peaked at $33K in Q3 2016.
451 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.